Building Lead Signup Forms

Lead Signup Forms are created and may be shared with user permission groups. Based on the permission of the user, when they login to NETGEN they will only view forms that have been shared with them. This provides your company with a uniform system in lead capture and lead followup. Shared Lead Signup Forms capture lead information and drop the data directly into the user's Lead Generator account. One form - managed by the administrator, dynamically available to your network.

Add Lead Signup Form

1     Click on the Campaign tab.
2     In the Lead Signup Form block, click on "Add Form".
3     Name the Form.
4     Click "Add Form".

When the window refreshes, you will see your new Lead Signup Form listed. 

Add Survey Questions

Each form is automatically populated with First Name, Last Name & Email Address. Survey Questions allow you to collect data from the prospect that will be useful for future follow-up.  There is no limit to the number of questions you can have on a form, however keep in mind that a published form will be viewed by your lead exactly how you build it.

Add a Question
1     Click on the name of the Lead Signup Form.
2     The window will refresh and you will be brought into the Lead Signup Form Details.
3     In the Survey Questions block, click Add Question. The window will refresh.
4     Choose question Type:
      
       Textbox: Allows a prospect to type up to 50 characters for a free from answer.
       Dropdown List: Prospect can choose (1) of the dropdown choices.
       Radio Buttons: Prospect can choose (1) of the radio buttons.
       Checkboxes: Prospect can check multiple checkboxes.
       Header: Separates a series of survey questions.

       Choose the Survey Answer that best fits your question. For example, if it's a
       question that requires a "Yes", or "No", choose Dropdown, Radio Buttons, or
       Checkboxes. If it is a survey answer that requires free form text, choose Text.

       When you choose Dropdown list, Radio Buttons, or Checkboxes, you can now
       add an "option" answer to the question.  Example: type in "Yes" and then click
       the "plus" symbol. Type in "No", and then click the "plus" symbol again. You will
       now see your answer options in the "Options" section.
  
5     Type in Question.
6     Choose Required. This requires the prospect to fill out the field prior to clicking
        submit. Optional
7     Click Save Changes.

Your question has been added to the list in Survey Questions. Click "Preview Form" in Lead Signup Form Details to view your question.

Add Content to Header, Footer & Confirmation Page

On a Lead Signup form, the Header is at the top of the form, the Footer is at the bottom of the form and the Confirmation Page is viewed after a lead fills out a form and clicks submit.

When editing a form, “Page Header” will automatically show. You can switch to Footer or Confirmation by clicking on the links.

1     Click on the name of the Lead Signup Form.
2     The window will refresh and you will be brought into the Lead Signup Form Details.
3     In the Header, Footer & Confirmation Block, click on the Edit button.
4     The window will refresh you can customize your signup form header with text, and
       images from your Content Library. On the right you will see available images to drag
       and drop. You can choose the font, color, font size with the buttons on the editing
       tool.
3     Click Save Changes. You can preview this by clicking on Preview Form in the Lead
       Signup Form Details block.

To Edit the Footer and Confirmation Page, click on Footer or Confirmation Page and follow the steps above.

Add Contexts

Contexts enable lead signup forms to exist and communicate to leads in varying markets and languages.  This allows management of worldwide markets that may have content variations. Since all lead signup forms are created by Group Administrators in Market/Language: Worldwide/Default - there is no need to create content in multiple contexts unless the information specific to a market needs to be unique. In this case, shared lead signup forms created in specific contexts will be available to users set to a specific market/language. When a prospect visits a user's web page, the web page will display in the user's market/language automatically. The system identifies identifies the user's market and language based on the subdomain of the user. If a user's web page has a market selector - the chosen market/language will render all content available in that market/language including the lead signup form. Leads entered through the lead signup form will receive email messages that match the market/language chosen.

Add Lead Signup Form Contexts   
1    Click the Campaign sub tab.
2    In the Lead Signup Forms block, click the form name.
3    In the Lead Signup Form Contexts block, click the Add Context button.
4    Select the Default Market and Language from the dropdown menus.
5    Enter the Form Name in the chosen language.
6    Click the Add Context button. You will now see the new market/language in the
       list under Contexts.
7    In the Contexts block, click "Select" next to the market/language you wish to edit.
8    Edit the Survey Questions, Page Header, Footer, and Confirmation to reflect the
      language and information specific to the market.
9    Click Save Changes.